Garrett Wealth Advisory Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Buy |
15,652
+1,141
| +8% | +$112K | 0.32% | 27 |
|
2025
Q1 | $1.27M | Buy |
14,511
+720
| +5% | +$63.2K | 0.28% | 28 |
|
2024
Q4 | $1.25M | Buy |
13,791
+2,740
| +25% | +$248K | 0.28% | 27 |
|
2024
Q3 | $892K | Buy |
11,051
+759
| +7% | +$61.3K | 0.22% | 34 |
|
2024
Q2 | $697K | Buy |
10,292
+3,472
| +51% | +$235K | 0.26% | 37 |
|
2024
Q1 | $410K | Buy |
6,820
+88
| +1% | +$5.3K | 0.17% | 41 |
|
2023
Q4 | $354K | Sell |
6,732
-150
| -2% | -$7.88K | 0.15% | 42 |
|
2023
Q3 | $367K | Buy |
+6,882
| New | +$367K | 0.17% | 37 |
|
2019
Q4 | – | Sell |
-2,937
| Closed | -$116K | – | 638 |
|
2019
Q3 | $116K | Buy |
+2,937
| New | +$116K | 0.08% | 76 |
|